For a full interactive walkthrough of our implementation process, including Hubspot, CMS implementation and creating your data attributes, go here. You can follow along.
Integrations
Currently Demand-Genius supports integration with the HubSport CRM platform. To configure the HubSpot integration, Navigate to the Integration menu item.
Click Configure in the CRM Integration section.
You will then paste your HubSpot App access token into the HubSpot Integration field. Before you can do this, you will need to create a new Private App on Hubspot.
This part of the guide will help you set up and configure a new private app in HubSpot. A private app allows Demand-Genius to interact with HubSpot’s APIs securely and allows you to customise how HubSpot works with Demand-Genius.
Step 1: Access HubSpot Developer Settings
Sign into your Hubspot account. In the main Hubspot dashboard, go to settings. In the left-hand sidebar, under "Account Management", scroll down to "Integrations" and select "Private Apps".
Step 2: Create a New Private App
1. Click "Create a private app".
2. Name your App: HubSpot will provide a random name for the app, which you can keep or create your own name. We suggest you use something that indicates that it’s used for Demand-Genius.
3. Add a Description (Optional): Provide a brief description of the app’s purpose, for example: “Integration app to enable Demand-Genius to share contact data and content insights with HubSpot”
Step 3: Configure API Scopes
Select Scopes: At the top of the page, select Scopes to define what the Demand-Genius app can do within HubSpot (e.g., read, write, or delete data in different HubSpot tools like Contacts, CRM, etc.). The following scopes will be required for Demand-Genius to be able to work correctly with HubSpot.
Step 4: Create App & Generate Access Token
1. There is no need to configure anything on the Webhook page.
2. Generate Token: Once you’ve selected the required scopes, click “Create app” at the top right hand side of the page.
3. Access Token: HubSpot will generate an access token for your private app. This token is used to authenticate API calls to HubSpot.
4. Copy and Store the Token.
Step 5: Paste the Token into Demand-Genius
Paste your token: Within your Demand-Genius tenant, on the Integrations page, click the Configure button under CRM Integration, paste your Token and click Connect
Funnel Stages
After a few seconds, you will see your funnel stages being brought through from your HubSpot account.
Deselect any funnel stages that you do NOT want Demand-Genius to track. For example old or test stages that have become redundant and click ‘Save’.
Attributes
You’ll also need to map Demand-Genius attributes, collected from your users via forms, with Hubspot attributes. This ensures that all data is synced across to the correct Hubspot fields.
You’ll notice initially only the email attribute is created (this is a default field). As you create additional attributes in Demand-Genius, it’s important to ensure they are accurately mapped to Hubspot.
